Questions answered by Henry Daniel Lively

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I was awarded my daughter as a tax write off and my ex husband went and claimed her anyway. what can i do?

Henry's answer | Answered on October 18, 2009

Go ahead and claim the child you are allowed to claim. You probably will not be able to efile, because this is something that will cause a...

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My boyfriend's mother "accidentally" claimed our son as a dependent; what will happen to her for doing that?

Henry's answer | Answered on October 18, 2009

If she knows she made a mistake on her return, she should file an amended return and correct the error. Disclaimer - This response does not...

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Prior to her death I cashed in as a joint tenant a mutual fund my mother had for +/- 48k. We used 5k for her care then upon....

Henry's answer | Answered on October 18, 2009

By operation of law the money in an account held in Joint Tenancy is owned by the surviving tenants upon the death of a tenant. Is anyone...

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My husband placed money from the sale of his parents home in an account in both our names. Am I entitled to half in our divorce?

Henry's answer | Answered on October 18, 2009

When he inherited the money it was his separate property. What he has done with the money since then can transmute it to community property. You...

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I am the only heir in my mothers probate. I have opened an account and deposited retirement funds in the account. I

Henry's answer | Answered on October 18, 2009

Were any beneficiaries designated on the account? If you were the only beneficiary designated on the account it does not need to go through...

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What rights does a child have that is not appointed as POA to mother with dementia?

Henry's answer | Answered on October 18, 2009

You should hire an attorney in Pa to determine if this is a valid POA, and whether your mother had the capacity to execute this document when she...

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WHAT RIGHTS DO I AS IN MYSELF AND MY OLDER SISTER AND BROTHER

Henry's answer | Answered on October 18, 2009

If your grandmother does not have a health care directive or a power of attorney, you could petition the probate court to establish a...

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How do I collect tax and insurance money from my sister as required by the life estate in my mother's trust. I am Trustee.

Henry's answer | Answered on October 18, 2009

I agree with Mr Myers. It may cost you less in the long run to have a professional administer the estate and take care of these matters for you. ...

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Can my social security be garnished to satisfy a 16 year old CALIF. STATE tax lien ?? I now live in Arizona .

Henry's answer | Answered on October 18, 2009

Unfortunately, the FTB can and probably will garnish your Social Security. A possibility is to claim innocent spouse relief, or ask to go on...

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I hav a tax lien for 25k but have more in the account.

Henry's answer | Answered on October 18, 2009

This is normal, but you should be able to have them release the funds that exceed the lien amount. If you can't get this done yourself, you should...

Henry Daniel Lively's Answers (4728)

I was awarded my daughter as a tax write off and my ex husband went and claimed her anyway. what can i do?

My boyfriend's mother "accidentally" claimed our son as a dependent; what will happen to her for doing that?

Prior to her death I cashed in as a joint tenant a mutual fund my mother had for +/- 48k. We used 5k for her care then upon....

My husband placed money from the sale of his parents home in an account in both our names. Am I entitled to half in our divorce?

I am the only heir in my mothers probate. I have opened an account and deposited retirement funds in the account. I

What rights does a child have that is not appointed as POA to mother with dementia?

WHAT RIGHTS DO I AS IN MYSELF AND MY OLDER SISTER AND BROTHER

How do I collect tax and insurance money from my sister as required by the life estate in my mother's trust. I am Trustee.

Can my social security be garnished to satisfy a 16 year old CALIF. STATE tax lien ?? I now live in Arizona .

I hav a tax lien for 25k but have more in the account.